Form Name |
Description |
| Election to Stop Contributing to the Canada Pension Plan, or Revocation of a Prior Election (CPT30 Form) | Use this form if you are an employee who is at least 65 years of age but under 70, you are receiving a Canada Pension Plan (CPP) or Quebec Pension Plan (QPP) retirement pension, and: (1) you are making or will be required to make CPP contributions and you do not want to contribute; or, (2) you stopped making CPP contributions in a previous year and you want to restart. |
| Pension Beneficiary Form | Update/change your Pension Beneficiaries. Contact a Pension Officer if you require assistance. |
| Request for Foreign Currency Benefit Payment by Wire or Draft | Deposit options for retirees living abroad. |
| Carleton University Retirement Plan – Termination Election | Used by terminating employees to elect an option for their retirement assets. |
| Locked-In Transfer Agreement | Used when transferring out of the Carleton University Retirement Plan to a LIRA. Contact a Pension Officer for more information. Note: Transfers are only applicable prior to your Normal Retirement Date. |
| RPP Transfer Agreement | For transferring out of the Carleton University Retirement Plan to a new employer. Contact a Pension Officer for more information. Note: Transfers are only applicable prior to your Normal Retirement Date. |
| Spousal Consent to a Transfer to a LIF | Spousal consent form required for a transfer of locked-in pension funds to a Life Income Fund. Return to Pension Services when complete. |
| T2033 Direct Transfer Under Subsection 146.3(14.1) or 146(21), or Paragraph 146(16)(a) or 146.3(2)(e) |
Government document to transfer in your RRSP to the Carleton University Retirement Plan. Return to Pension Services when complete. |
| T2151 – Direct Transfer of a Single Amount under Subsection 147(19) or Section 147.3 | Government document to transfer out your Carleton University Retirement Plan. Note: Transfers are only applicable prior to your Normal Retirement Date. Return to Pension Services when complete. |
| U.S. Direct Deposit Request Form | Direct deposit for US Residents. |
| Waiver of Pre-Retirement Death Benefit | Your spouse fills this form out if they choose to waive their pension death benefits. Return to Pension Services when complete. |
| Waiver of Joint & Survivor Pension | Your spouse fills this form out if they choose to waive their joint & survivor pension benefits. Return to Pension Services when complete. |